JP Morgan Private Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$16.4M	Sell	238,941 -39,859	-14%	-$2.92M	0.05%	301
2023 Q2	$20.7M	Sell	278,800 -52,642	-16%	-$3.95M	0.11%	155
2023 Q1	$24.8M	Sell	331,442 -24,168	-7%	-$1.77M	0.05%	283
2022 Q4	$26.5M	Buy	355,610 +20,448	+6%	+$1.49M	0.06%	270
2022 Q3	$22.4M	Buy	335,162 +38,025	+13%	+$2.79M	0.06%	271
2022 Q2	$21.4M	Sell	297,137 -2,303	-0.8%	-$173K	0.05%	275
2022 Q1	$22.7M	Buy	299,440 +18,364	+7%	+$1.38M	0.05%	304
2021 Q4	$21.7M	Buy	281,076 +4,517	+2%	+$327K	0.05%	302
2021 Q3	$19M	Buy	276,559 +736	+0.3%	+$52.5K	0.05%	315
2021 Q2	$19.3M	Buy	275,823 +20,816	+8%	+$1.46M	0.05%	310
2021 Q1	$17.4M	Sell	255,007 -48,717	-16%	-$3.2M	0.06%	297
2020 Q4	$20.5M	Buy	303,724 +4,894	+2%	+$323K	0.07%	252
2020 Q3	$19.2M	Buy	298,830 +2,263	+0.8%	+$143K	0.07%	222
2020 Q2	$17.4M	Sell	296,567 -28,881	-9%	-$1.69M	0.08%	207
2020 Q1	$17.7M	Sell	325,448 -50,846	-14%	-$3.09M	0.1%	186
2019 Q4	$23.7M	Buy	376,294 +70,390	+23%	+$4.34M	0.11%	181
2019 Q3	$18.8M	Buy	305,904 +19,658	+7%	+$1.18M	0.1%	193
2019 Q2	$16.6M	Sell	286,246 -63,927	-18%	-$3.66M	0.09%	209
2019 Q1	$19.6M	Buy	350,173 +117,934	+51%	+$6.31M	0.1%	195
2018 Q4	$11.8M	Buy	232,239 +31,532	+16%	+$1.71M	0.07%	238
2018 Q3	$10.8M	Buy	200,707 +916	+0.5%	+$49.2K	0.05%	282
2018 Q2	$10.3M	Buy	199,791 +96,331	+93%	+$4.89M	0.06%	272
2018 Q1	$5.45M	Buy	103,460 +13,648	+15%	+$752K	0.04%	310
2017 Q4	$5.11M	Buy	89,812 +4,709	+6%	+$259K	0.03%	327
2017 Q3	$4.59M	Sell	85,103 -266	-0.3%	-$14.6K	0.03%	331
2017 Q2	$4.69M	Buy	85,369 +53,497	+168%	+$2.97M	0.04%	307
2017 Q1	$1.74M	Buy	31,872 +10,802	+51%	+$581K	0.01%	493
2016 Q4	$1.09M	Sell	21,070 -2,448	-10%	-$127K	0.01%	576
2016 Q3	$1.25M	Buy	23,518 +2,455	+12%	+$134K	0.01%	538
2016 Q2	$1.16M	Buy	21,063 +4,512	+27%	+$240K	0.01%	561
2016 Q1	$878K	Buy	16,551 +723	+5%	+$36.7K	0.01%	590
2015 Q4	$799K	Sell	15,828 -3,891	-20%	-$193K	0.01%	581
2015 Q3	$931K	Sell	19,719 -3	-0%	-$146	0.01%	489
2015 Q2	$939K	Buy	19,722 +586	+3%	+$28.6K	0.01%	518
2015 Q1	$933K	Sell	19,136 -9	-0%	-$442	0.01%	539
2014 Q4	$928K	Sell	19,145 -2,004	-9%	-$94.8K	0.01%	546
2014 Q3	$954K	Buy	21,149 +1,270	+6%	+$57K	0.01%	527
2014 Q2	$887K	Buy	19,879 +72	+0.4%	+$3.19K	0.02%	433
2014 Q1	$853K	Buy	19,807 +687	+4%	+$28.9K	0.02%	431
2013 Q4	$822K	Buy	19,120 +462	+2%	+$19.5K	0.02%	380
2013 Q3	$743K	Sell	18,658 -895	-5%	-$36.5K	0.02%	374
2013 Q2	$776K	Buy	+19,553	New	+$796K	0.02%	355

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XLP Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 14% in Q3 2023, selling an estimated $2.92M and leaving 238,941 shares worth $16.4M. The position accounts for 0.05% of the portfolio, ranked #301.

JP Morgan Private Wealth Advisors first reported a position in XLP in Q2 2013 and has held it in 42 quarters since. The position peaked at $26.5M in Q4 2022. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

JP Morgan Private Wealth Advisors held 238,941 shares of State Street Consumer Staples Select Sector SPDR ETF worth $16.4M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 39,859 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $2.92M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #301 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $26.5M in Q4 2022.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.